portrait of Peter A Susic

About Peter

I am often asked what I do for a living. My answer to that is twofold. The generic term for what I am is financial advisor. But what I really do for a living is listen, actively and with empathy, to understand what's important to you.

What do you want for yourself or your family, now and in the future? What are your aspirations? What does money mean to you? What makes you happy? What concerns you? What happens when you're gone? After I fully understand what you've communicated to me, I help you get on track and stay on track...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®

Education

  • Pepperdine UniversityMaster of Business Admin

Personal Interests

  • Tennis
  • Running
  • Hiking
  • Pets
  • Community Outreach

Team Members

  • Jennifer Foerster
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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